Balance Sheet
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
BalanceSheet | BalanceSheetQueryParams | BalanceSheetData |
Import Statement
from openbb_core.provider.standard_models.balance_sheet import (
BalanceSheetData,
BalanceSheetQueryParams,
)
Parameters
- standard
- fmp
- intrinio
- sec
- yfinance
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'ttm', 'annual', 'quarter'] | None
Default: annual
Time period of the data to return.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.
fiscal_year: int | None
The specific fiscal year. Reports do not go beyond 2008.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['annual', 'quarterly', 'ttm'] | None
Default: annual
Time period of the data to return. For balance sheet, TTM is treated as the average of the last 4 quarters.
use_cache: bool | None
Default: True
Whether to use cache (4-hour memory) for the SEC request. Defaults to True.
include_preliminary: bool | None
Default: False
Whether to include preliminary data from 8-K filings for periods not yet reported on 10-Q/K.
pit_mode: bool | None
Default: False
Point-in-time mode. When True, returns data as originally reported at the time of filing, without subsequent restatements or amendments. For annual data, uses the original 10-K values. For quarterly data, preserves 10-Q filing vintage instead of using restated comparatives from the 10-K.
symbol: str
Symbol to get data for.
limit: int | None
Default: 5
The number of data entries to return.
period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.
Data
- standard
- fmp
- intrinio
- sec
- yfinance
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
filing_date: date | None
The date when the filing was made.
accepted_date: datetime | None
The date and time when the filing was accepted.
cik: str | None
The Central Index Key (CIK) assigned by the SEC, if applicable.
symbol: str | None
The stock ticker symbol.
reported_currency: str | None
The currency in which the balance sheet was reported.
cash_and_cash_equivalents: int | None
Cash and cash equivalents.
short_term_investments: int | None
Short term investments.
cash_and_short_term_investments: int | None
Cash and short term investments.
accounts_receivables: int | None
Accounts receivables.
other_receivables: int | None
Other receivables.
net_receivables: int | None
Net receivables.
inventory: int | None
Inventory.
other_current_assets: int | None
Other current assets.
total_current_assets: int | None
Total current assets.
plant_property_equipment_net: int | None
Plant property equipment net.
goodwill: int | None
Goodwill.
intangible_assets: int | None
Intangible assets.
goodwill_and_intangible_assets: int | None
Goodwill and intangible assets.
long_term_investments: int | None
Long term investments.
tax_assets: int | None
Tax assets.
other_non_current_assets: int | None
Other non current assets.
non_current_assets: int | None
Total non current assets.
other_assets: int | None
Other assets.
total_assets: int | None
Total assets.
accounts_payable: int | None
Accounts payable.
prepaid_expenses: int | None
Prepaid expenses.
accrued_expenses: int | None
Accrued expenses.
short_term_debt: int | None
Short term debt.
tax_payables: int | None
Tax payables.
current_deferred_revenue: int | None
Current deferred revenue.
other_current_liabilities: int | None
Other current liabilities.
other_payables: int | None
Other payables.
total_current_liabilities: int | None
Total current liabilities.
total_payables: int | None
Total payables.
long_term_debt: int | None
Long term debt.
deferred_revenue_non_current: int | None
Non current deferred revenue.
deferred_tax_liabilities_non_current: int | None
Deferred tax liabilities non current.
other_non_current_liabilities: int | None
Other non current liabilities.
total_non_current_liabilities: int | None
Total non current liabilities.
capital_lease_obligations_current: int | None
Current capital lease obligations.
capital_lease_obligations_non_current: int | None
Non current capital lease obligations.
capital_lease_obligations: int | None
Capital lease obligations.
other_liabilities: int | None
Other liabilities.
total_liabilities: int | None
Total liabilities.
preferred_stock: int | None
Preferred stock.
common_stock: int | None
Common stock.
treasury_stock: int | None
Treasury stock.
retained_earnings: int | None
Retained earnings.
additional_paid_in_capital: int | None
Additional paid in capital.
accumulated_other_comprehensive_income: int | None
Accumulated other comprehensive income (loss).
other_shareholders_equity: int | None
Other shareholders equity.
other_total_shareholders_equity: int | None
Other total shareholders equity.
total_common_equity: int | None
Total common equity.
total_equity_non_controlling_interests: int | None
Total equity non controlling interests.
total_liabilities_and_shareholders_equity: int | None
Total liabilities and shareholders equity.
minority_interest: int | None
Minority interest.
total_liabilities_and_total_equity: int | None
Total liabilities and total equity.
total_investments: int | None
Total investments.
total_debt: int | None
Total debt.
net_debt: int | None
Net debt.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
reported_currency: str | None
The currency in which the balance sheet is reported.
cash_and_cash_equivalents: float | None
Cash and cash equivalents.
cash_and_due_from_banks: float | None
Cash and due from banks.
restricted_cash: float | None
Restricted cash.
short_term_investments: float | None
Short term investments.
federal_funds_sold: float | None
Federal funds sold.
accounts_receivable: float | None
Accounts receivable.
note_and_lease_receivable: float | None
Note and lease receivable. (Vendor non-trade receivables)
inventories: float | None
Net Inventories.
customer_and_other_receivables: float | None
Customer and other receivables.
interest_bearing_deposits_at_other_banks: float | None
Interest bearing deposits at other banks.
time_deposits_placed_and_other_short_term_investments: float | None
Time deposits placed and other short term investments.
trading_account_securities: float | None
Trading account securities.
loans_and_leases: float | None
Loans and leases.
allowance_for_loan_and_lease_losses: float | None
Allowance for loan and lease losses.
current_deferred_refundable_income_taxes: float | None
Current deferred refundable income taxes.
other_current_assets: float | None
Other current assets.
loans_and_leases_net_of_allowance: float | None
Loans and leases net of allowance.
accrued_investment_income: float | None
Accrued investment income.
other_current_non_operating_assets: float | None
Other current non-operating assets.
loans_held_for_sale: float | None
Loans held for sale.
prepaid_expenses: float | None
Prepaid expenses.
total_current_assets: float | None
Total current assets.
plant_property_equipment_gross: float | None
Plant property equipment gross.
accumulated_depreciation: float | None
Accumulated depreciation.
premises_and_equipment_net: float | None
Net premises and equipment.
plant_property_equipment_net: float | None
Net plant property equipment.
long_term_investments: float | None
Long term investments.
mortgage_servicing_rights: float | None
Mortgage servicing rights.
unearned_premiums_asset: float | None
Unearned premiums asset.
non_current_note_lease_receivables: float | None
Non-current note lease receivables.
deferred_acquisition_cost: float | None
Deferred acquisition cost.
goodwill: float | None
Goodwill.
separate_account_business_assets: float | None
Separate account business assets.
non_current_deferred_refundable_income_taxes: float | None
Noncurrent deferred refundable income taxes.
intangible_assets: float | None
Intangible assets.
employee_benefit_assets: float | None
Employee benefit assets.
other_assets: float | None
Other assets.
other_non_current_operating_assets: float | None
Other noncurrent operating assets.
other_non_current_non_operating_assets: float | None
Other noncurrent non-operating assets.
interest_bearing_deposits: float | None
Interest bearing deposits.
total_non_current_assets: float | None
Total noncurrent assets.
total_assets: float | None
Total assets.
non_interest_bearing_deposits: float | None
Non interest bearing deposits.
federal_funds_purchased_and_securities_sold: float | None
Federal funds purchased and securities sold.
bankers_acceptance_outstanding: float | None
Bankers acceptance outstanding.
short_term_debt: float | None
Short term debt.
accounts_payable: float | None
Accounts payable.
current_deferred_revenue: float | None
Current deferred revenue.
current_deferred_payable_income_tax_liabilities: float | None
Current deferred payable income tax liabilities.
accrued_interest_payable: float | None
Accrued interest payable.
accrued_expenses: float | None
Accrued expenses.
other_short_term_payables: float | None
Other short term payables.
customer_deposits: float | None
Customer deposits.
dividends_payable: float | None
Dividends payable.
claims_and_claim_expense: float | None
Claims and claim expense.
future_policy_benefits: float | None
Future policy benefits.
current_employee_benefit_liabilities: float | None
Current employee benefit liabilities.
unearned_premiums_liability: float | None
Unearned premiums liability.
other_taxes_payable: float | None
Other taxes payable.
policy_holder_funds: float | None
Policy holder funds.
other_current_liabilities: float | None
Other current liabilities.
other_current_non_operating_liabilities: float | None
Other current non-operating liabilities.
separate_account_business_liabilities: float | None
Separate account business liabilities.
total_current_liabilities: float | None
Total current liabilities.
long_term_debt: float | None
Long term debt.
other_long_term_liabilities: float | None
Other long term liabilities.
non_current_deferred_revenue: float | None
Non-current deferred revenue.
non_current_deferred_payable_income_tax_liabilities: float | None
Non-current deferred payable income tax liabilities.
non_current_employee_benefit_liabilities: float | None
Non-current employee benefit liabilities.
other_non_current_operating_liabilities: float | None
Other non-current operating liabilities.
other_non_current_non_operating_liabilities: float | None
Other non-current, non-operating liabilities.
total_non_current_liabilities: float | None
Total non-current liabilities.
capital_lease_obligations: float | None
Capital lease obligations.
asset_retirement_reserve_litigation_obligation: float | None
Asset retirement reserve litigation obligation.
total_liabilities: float | None
Total liabilities.
commitments_contingencies: float | None
Commitments contingencies.
redeemable_non_controlling_interest: float | None
Redeemable non-controlling interest.
preferred_stock: float | None
Preferred stock.
common_stock: float | None
Common stock.
retained_earnings: float | None
Retained earnings.
treasury_stock: float | None
Treasury stock.
accumulated_other_comprehensive_income: float | None
Accumulated other comprehensive income.
participating_policy_holder_equity: float | None
Participating policy holder equity.
other_equity_adjustments: float | None
Other equity adjustments.
total_common_equity: float | None
Total common equity.
total_preferred_common_equity: float | None
Total preferred common equity.
non_controlling_interest: float | None
Non-controlling interest.
total_equity_non_controlling_interests: float | None
Total equity non-controlling interests.
total_liabilities_shareholders_equity: float | None
Total liabilities and shareholders equity.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
reported_currency: str | None
The currency in which the balance sheet is reported.
cash_and_equivalents: float | None
Amount of cash and cash equivalent. Cash includes, but is not limited to, currency on hand, demand deposit with financial institution, and account with general characteristic of demand deposit. Cash equivalent includes, but is not limited to, short-term, highly liquid investment that is both readily convertible to known amount of cash and so near maturity that it presents insignificant risk of change in value because of change in interest rate.
restricted_cash: float | None
Amount of cash restricted as to withdrawal or usage. Cash includes, but is not limited to, currency on hand, demand deposits with banks or financial institutions, and other accounts with general characteristics of demand deposits.
short_term_investments: float | None
Amount of investment in marketable security, classified as current.
fed_funds_sold: float | None
Includes: (1) the amount outstanding of funds lent to other depository institutions, securities brokers, or securities dealers in the form of Federal Funds sold; for example, immediately available funds lent under agreements or contracts that mature in one business day or roll over under a continuing contract, regardless of the nature of the transaction or the collateral involved, excluding overnight lending for commercial and industrial purposes. Also include Federal Funds sold under agreements to resell on a gross basis, excluding (1) sales of term Federal Funds, (2) due bills representing purchases of securities or other assets by the reporting bank that have not yet been delivered and similar instruments, (3) resale agreements that mature in more than one business day involving assets other than securities, and (4) yield maintenance dollar repurchase agreements (Federal Funds Sold) and (2) the dollar amount outstanding of funds lent in the form of security resale agreements regardless of maturity, if the agreement requires the bank to resell the identical security purchased or a security that meets the definition of substantially the same in the case of a dollar roll. Also include purchases of participations in pools of securities, regardless of maturity (Securities Purchased Under Agreements to Re-sell).
interest_bearing_deposits_at_other_banks: float | None
For banks and other depository institutions (including Federal Reserve Banks, if applicable): Interest-bearing deposits in other financial institutions for relatively short periods of time including, for example, certificates of deposits, which are presented separately from cash on the balance sheet.
time_deposits_placed: float | None
Amount of time deposit liabilities, including certificates of deposit.
trading_account_securities: float | None
Amount of investment in debt security measured at fair value with change in fair value recognized in net income (trading) and investment in equity security measured at fair value with change in fair value recognized in net income (FV-NI).
loans_and_leases: float | None
Amortized cost excluding accrued interest, before allowance for credit loss, of financing receivable. Excludes net investment in lease.
allowance_for_loan_and_lease_losses: float | None
Amount of allowance for credit loss on financing receivable. Excludes allowance for financing receivable covered under loss sharing agreement.
net_loans_and_leases: float | None
Amortized cost excluding accrued interest, after allowance for credit loss, of financing receivable. Excludes net investment in lease.
loans_held_for_sale: float | None
Amount before allowance and after deduction of deferred interest and fees, unamortized costs and premiums and discounts from face amounts, of loans and leases held in portfolio, including but not limited to, commercial and consumer loans. Excludes loans and leases covered under loss sharing agreements.
accrued_investment_income: float | None
Interest, dividends, rents, ancillary and other revenues earned but not yet received by the entity on its investments.
accounts_receivable: float | None
Amount, after allowance for credit loss, of right to consideration from customer for product sold and service rendered in normal course of business, classified as current.
customer_and_other_receivables: float | None
Amount, after allowance for credit loss, of right to consideration from customer for product sold and service rendered in normal course of business.
note_receivable: float | None
Amortized cost, after allowance for credit loss, of financing receivable classified as current. Excludes net investment in lease.
nontrade_receivables: float | None
The sum of amounts currently receivable other than from customers. For classified balance sheets, represents the current amount receivable, that is amounts expected to be collected within one year or the normal operating cycle, if longer.
net_inventory: float | None
Amount after valuation and LIFO reserves of inventory expected to be sold, or consumed within one year or operating cycle, if longer.
prepaid_expenses: float | None
Amount of asset related to consideration paid in advance for costs that provide economic benefits within a future period of one year or the normal operating cycle, if longer.
current_deferred_tax_assets: float | None
The current portion of the aggregate tax effects as of the balance sheet date of all future tax deductions arising from temporary differences between tax basis and generally accepted accounting principles basis recognition of assets, liabilities, revenues and expenses, which can only be deducted for tax purposes when permitted under enacted tax laws; after deducting the allocated valuation allowance, if any, to reduce such amount to net realizable value. Deferred tax liabilities and assets are classified as current or noncurrent based on the classification of the related asset or liability for financial reporting. A deferred tax liability or asset that is not related to an asset or liability for financial reporting, including deferred tax assets related to carryforwards, are classified according to the expected reversal date of the temporary difference. An unrecognized tax benefit that is directly related to a position taken in a tax year that results in a net operating loss carryforward is presented as a reduction of the related deferred tax asset.
other_current_assets: float | None
Amount of current assets classified as other.
other_current_nonoperating_assets: float | None
Amount of asset related to consideration paid in advance for costs that provide economic benefits in future periods, and amount of other assets that are expected to be realized or consumed within one year or the normal operating cycle, if longer.
total_current_assets: float | None
Amount of asset recognized for present right to economic benefit, classified as current.
gross_ppe: float | None
Amount, before accumulated depreciation, depletion, and amortization, of property, plant, and equipment. Includes, but is not limited to, land and land improvement; building; machinery and equipment; furniture and fixture; and work of art, historical treasure, or similar asset classified as collection.
accumulated_depreciation: float | None
Amount of accumulated depreciation, depletion, and amortization of property, plant, and equipment. Includes, but is not limited to, land and land improvement; building; machinery and equipment; furniture and fixture; and work of art, historical treasure, or similar asset classified as collection.
net_ppe: float | None
Amount, after accumulated depreciation, depletion, and amortization, of property, plant, and equipment. Includes, but is not limited to, land and land improvement; building; machinery and equipment; furniture and fixture; and work of art, historical treasure, or similar asset classified as collection.
net_premises_and_equipment: float | None
Amount, after accumulated depreciation, depletion, and amortization, of property, plant, and equipment. Includes, but is not limited to, land and land improvement; building; machinery and equipment; furniture and fixture; and work of art, historical treasure, or similar asset classified as collection.
operating_lease_right_of_use_asset: float | None
Amount of lessee's right to use underlying asset under operating lease.
finance_lease_right_of_use_asset: float | None
Amount, after accumulated amortization, of right-of-use asset from finance lease.
long_term_investments: float | None
Amount of investment in marketable security, classified as noncurrent.
mortgage_servicing_rights: float | None
Fair value of an asset representing net future revenue from contractually specified servicing fees, late charges, and other ancillary revenues, in excess of future costs related to servicing arrangements.
deferred_acquisition_cost: float | None
Amount of deferred policy acquisition cost capitalized on contract remaining in force.
separate_account_business_assets: float | None
Amount of asset at fair value held for benefit of separate account policyholder.
noncurrent_note_receivables: float | None
Amount, after allowance for credit loss, of financing receivable, classified as noncurrent.
goodwill: float | None
Amount, after accumulated impairment loss, of asset representing future economic benefit arising from other asset acquired in business combination or from joint venture formation or both, that is not individually identified and separately recognized.
intangible_assets: float | None
Amount, after accumulated amortization, of finite- and indefinite-lived intangible assets and capitalized cost for software to be sold, leased, or marketed. Excludes goodwill.
noncurrent_deferred_tax_assets: float | None
The noncurrent portion as of the balance sheet date of the aggregate carrying amount of all future tax deductions arising from temporary differences between tax basis and generally accepted accounting principles basis recognition of assets, liabilities, revenues and expenses, which can only be deducted for tax purposes when permitted under enacted tax laws; after the valuation allowance, if any, to reduce such amount to net realizable value. Deferred tax liabilities and assets are classified as current or noncurrent based on the classification of the related asset or liability for financial reporting. A deferred tax liability or asset that is not related to an asset or liability for financial reporting, including deferred tax assets related to carryforwards, is classified according to the expected reversal date of the temporary difference.
employee_benefit_assets: float | None
This represents the entire assets recognized in the balance sheet that are associated with the defined benefit plans.
other_noncurrent_assets: float | None
Amount of noncurrent assets classified as other.
other_noncurrent_nonoperating_assets: float | None
Amount of investments, and noncurrent assets classified as other.
other_noncurrent_assets_excl_ppe: float | None
Noncurrent assets other than investments and PP&E.
total_noncurrent_assets: float | None
Sum of the carrying amounts as of the balance sheet date of all assets that are expected to be realized in cash, sold or consumed after one year or beyond the normal operating cycle, if longer.
other_assets: float | None
Amount of assets classified as other.
total_assets: float | None
Amount of asset recognized for present right to economic benefit.
noninterest_bearing_deposits: float | None
The aggregate amount of all domestic and foreign noninterest-bearing deposits liabilities held by the entity.
interest_bearing_deposits: float | None
The aggregate of all domestic and foreign interest-bearing deposit liabilities.
fed_funds_purchased: float | None
Amount after offset of short term borrowing where a bank borrows, at the federal funds rate, from another bank and securities that an entity sells and agrees to repurchase at a specified date for a specified price.
short_term_debt: float | None
Reflects the total carrying amount as of the balance sheet date of debt having initial terms less than one year or the normal operating cycle, if longer.
current_portion_of_long_term_debt: float | None
Amount of long-term debt due within one year or within the normal operating cycle, if longer.
bankers_acceptances: float | None
Amount of short-term, negotiable time drafts drawn on and accepted by a financial institution. Bankers acceptances are a bank's promise to pay to the holder of the draft a stated amount on a specified date.
accounts_payable: float | None
Carrying value as of the balance sheet date of liabilities incurred (and for which invoices have typically been received) and payable to vendors for goods and services received that are used in an entity's business. Used to reflect the current portion of the liabilities (due within one year or within the normal operating cycle if longer).
accrued_interest_payable: float | None
Carrying value as of the balance sheet date of [accrued] interest payable on all forms of debt, including trade payables, that has been incurred and is unpaid. Used to reflect the current portion of the liabilities (due within one year or within the normal operating cycle if longer).
other_short_term_payables: float | None
Amount of borrowings classified as other, maturing within one year or the normal operating cycle, if longer.
accrued_expenses: float | None
Carrying value as of the balance sheet date of obligations incurred and payable, pertaining to costs that are statutory in nature, are incurred on contractual obligations, or accumulate over time and for which invoices have not yet been received or will not be rendered. Examples include taxes, interest, rent and utilities. Used to reflect the current portion of the liabilities (due within one year or within the normal operating cycle if longer).
customer_deposits: float | None
Carrying amount of liabilities for customer deposits received and held, classified as current. Includes cash received in advance for undelivered goods or services and refundable security deposits.
dividends_payable: float | None
Carrying value as of the balance sheet date of dividends declared but unpaid on equity securities issued by the entity and outstanding.
current_deferred_revenue: float | None
Amount of deferred income and obligation to transfer product and service to customer for which consideration has been received or is receivable, classified as current.
current_deferred_tax_liabilities: float | None
Represents the current portion of deferred tax liabilities, which result from applying the applicable tax rate to net taxable temporary differences pertaining to each jurisdiction to which the entity is obligated to pay income tax. A current taxable temporary difference is a difference between the tax basis and the carrying amount of a current asset or liability in the financial statements prepared in accordance with generally accepted accounting principles. In a classified statement of financial position, an enterprise separates deferred tax liabilities and assets into a current amount and a noncurrent amount. Deferred tax liabilities and assets are classified as current or noncurrent based on the classification of the related asset or liability for financial reporting. A deferred tax liability or asset that is not related to an asset or liability for financial reporting, including deferred tax assets related to carryforwards, is classified according to the expected reversal date of the temporary difference.
current_employee_benefit_liabilities: float | None
Total of the carrying values as of the balance sheet date of obligations incurred through that date and payable for obligations related to services received from employees, such as accrued salaries and bonuses, payroll taxes and fringe benefits. Used to reflect the current portion of the liabilities (due within one year or within the normal operating cycle if longer).
other_taxes_payable: float | None
Carrying value as of the balance sheet date of obligations incurred and payable for statutory income, sales, use, payroll, excise, real, property and other taxes. Used to reflect the current portion of the liabilities (due within one year or within the normal operating cycle if longer).
other_current_liabilities: float | None
Amount of liabilities classified as other, due within one year or the normal operating cycle, if longer.
other_current_nonoperating_liabilities: float | None
Amount of current liabilities from nonoperating activities, classified as other. Includes accrued liabilities and other liabilities not separately disclosed.
operating_lease_liability_current: float | None
Present value of lessee's discounted obligation for lease payments from operating lease, classified as current.
finance_lease_liability_current: float | None
Present value of lessee's discounted obligation for lease payments from finance lease, classified as current.
total_current_liabilities: float | None
Total obligations incurred as part of normal operations that are expected to be paid during the following twelve months or within one business cycle, if longer.
long_term_debt: float | None
Amount, after deduction of unamortized premium (discount) and debt issuance cost, of long-term debt classified as noncurrent. Excludes lease obligation.
capital_lease_obligations: float | None
Present value of lessee's discounted obligation for lease payments from finance lease.
operating_lease_liability_noncurrent: float | None
Present value of lessee's discounted obligation for lease payments from operating lease, classified as noncurrent.
claims_and_claim_expenses: float | None
The amount needed to reflect the estimated ultimate cost of settling claims relating to insured events that have occurred on or before the balance sheet date, whether or not reported to the insurer at that date.
future_policy_benefits: float | None
Amount, before effect of reinsurance, of present value of future benefit to be paid to or on behalf of policyholder and related expense less present value of future net premium receivable under insurance contract.
unearned_premiums_credit: float | None
Carrying amount of premiums written on insurance contracts that have not been earned as of the balance sheet date.
policyholder_funds: float | None
Amount due to policyholders for funds held that are returnable under the terms of insurance contracts, classified as other.
participating_policyholder_equity: float | None
Amount due to policyholders for funds held that are returnable under the terms of insurance contracts, classified as other.
separate_account_business_liabilities: float | None
Amount of liability for variable contract in which all or portion of contract holder's funds is allocated to specific separate account and supported by assets held in separate account.
other_long_term_liabilities: float | None
Amount of liabilities classified as other, due after one year or the normal operating cycle, if longer.
asset_retirement_and_litigation_obligation: float | None
Noncurrent portion of the carrying amount of a liability for an asset retirement obligation. An asset retirement obligation is a legal obligation associated with the disposal or retirement of a tangible long-lived asset that results from the acquisition, construction or development, or the normal operations of a long-lived asset, except for certain obligations of lessees.
noncurrent_deferred_revenue: float | None
Amount of deferred income and obligation to transfer product and service to customer for which consideration has been received or is receivable, classified as noncurrent.
noncurrent_deferred_tax_liabilities: float | None
Amount, after deferred tax asset, of deferred tax liability attributable to taxable differences with jurisdictional netting.
noncurrent_employee_benefit_liabilities: float | None
Amount of liability, recognized in statement of financial position, for defined benefit pension and other postretirement plans, classified as noncurrent.
other_noncurrent_liabilities: float | None
Amount of liabilities classified as other, due after one year or the normal operating cycle, if longer.
other_noncurrent_nonoperating_liabilities: float | None
Amount of noncurrent liabilities from nonoperating activities, classified as other. Includes deferred income taxes and other liabilities not separately disclosed.
total_noncurrent_liabilities: float | None
Amount of obligation due after one year or beyond the normal operating cycle, if longer.
total_liabilities: float | None
Amount of liability recognized for present obligation requiring transfer or otherwise providing economic benefit to others.
commitments_and_contingencies: float | None
Represents the caption on the face of the balance sheet to indicate that the entity has entered into (1) purchase or supply arrangements that will require expending a portion of its resources to meet the terms thereof, and (2) is exposed to potential losses or, less frequently, gains, arising from (a) possible claims against a company's resources due to future performance under contract terms, and (b) possible losses or likely gains from uncertainties that will ultimately be resolved when one or more future events that are deemed likely to occur do occur or fail to occur.
temporary_equity: float | None
Carrying amount of the equity component of securities that are redeemable.
temporary_equity_parent: float | None
Carrying amount of temporary equity attributable to parent.
redeemable_noncontrolling_interest: float | None
As of the reporting date, the aggregate carrying amount of all noncontrolling interests which are redeemable by the (parent) entity (1) at a fixed or determinable price on a fixed or determinable date, (2) at the option of the holder of the noncontrolling interest, or (3) upon occurrence of an event that is not solely within the control of the (parent) entity. This item includes noncontrolling interest holder's ownership (or holders' ownership) regardless of the type of equity interest (common, preferred, other) including all potential organizational (legal) forms of the investee entity.
redeemable_nci_common: float | None
Equity carrying amount of the common stock component of redeemable NCI.
redeemable_nci_preferred: float | None
Equity carrying amount of the preferred stock component of redeemable NCI.
redeemable_nci_other: float | None
Equity carrying amount of the other component of redeemable NCI.
total_preferred_equity: float | None
Aggregate par or stated value of issued nonredeemable preferred stock (or preferred stock redeemable solely at the option of the issuer). This item includes treasury stock repurchased by the entity. Note: elements for number of nonredeemable preferred shares, par value and other disclosure concepts are in another section within stockholders' equity.
common_equity: float | None
Aggregate par or stated value of issued nonredeemable common stock (or common stock redeemable solely at the option of the issuer). This item includes treasury stock repurchased by the entity. Note: elements for number of nonredeemable common shares, par value and other disclosure concepts are in another section within stockholders' equity.
additional_paid_in_capital: float | None
Value received from shareholders in common stock-related transactions that are in excess of par value or stated value and amounts received from other stock-related transactions. Includes only common stock transactions (excludes preferred stock transactions). May be called contributed capital, capital in excess of par, capital surplus, or paid-in capital.
retained_earnings: float | None
Amount of accumulated undistributed earnings (deficit).
treasury_stock: float | None
The amount allocated to treasury stock. Treasury stock is common and preferred shares of an entity that were issued, repurchased by the entity, and are held in its treasury.
accumulated_other_comprehensive_income: float | None
Amount, after tax, of accumulated increase (decrease) in equity from transaction and other event and circumstance from nonowner source.
other_equity: float | None
This element represents movements included in the statement of changes in stockholders' equity which are not separately disclosed or provided for elsewhere in the taxonomy.
total_common_equity: float | None
Amount of equity (deficit) attributable to parent. Excludes temporary equity and equity attributable to noncontrolling interest.
total_equity: float | None
Amount of equity (deficit) attributable to parent. Excludes temporary equity and equity attributable to noncontrolling interest.
noncontrolling_interests: float | None
Amount of equity (deficit) attributable to noncontrolling interest. Excludes temporary equity.
total_equity_and_noncontrolling_interests: float | None
Amount of equity (deficit) attributable to parent and noncontrolling interest. Excludes temporary equity.
total_liabilities_and_equity: float | None
Amount of liabilities and equity items, including the portion of equity attributable to noncontrolling interests, if any.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.